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PRICING GAINS: Chip shortages benefiting major semiconductor companies

PRICING GAINS: Chip shortages benefiting major semiconductor companies

Fox Business Clips
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    I would say your Broadcoms your Qualcomms.

    Contexto extraído por IA "I think you go with the ones that are the highest rated. So I would say your Broadcoms your Qualcomms. NVIDIA's a also a good one for GPU, but I think that's where the space is going to start to head, and I think that's where Broadcom fits in quite well."

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    NVIDIA's a also a good one for GPU

    Contexto extraído por IA "I think you go with the ones that are the highest rated. So I would say your Broadcoms your Qualcomms. NVIDIA's a also a good one for GPU, but I think that's where the space is going to start to head, and I think that's where Broadcom fits in quite well."

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    company like Micron, Broadcom, NVIDIA, all of these companies that are experiencing these shortages

    Contexto extraído por IA "So you’re going to start to see the pricing benefit company like Micron, Broadcom, NVIDIA, all of these companies that are experiencing these shortages because there’s only a handful of companies like Taiwan Semi that can actually manufacture these types of chips."

  4. 04 AVGO NASDAQ COMPRAR +0,00%
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    I would say your Broadcoms your Qualcomms.

    Contexto extraído por IA "I think you go with the ones that are the highest rated. So I would say your Broadcoms your Qualcomms. NVIDIA's a also a good one for GPU, but I think that's where the space is going to start to head, and I think that's where Broadcom fits in quite well."

Transcrição Completa
INFRASTRUCTURE, QUALCOMM GETTING A 3% BUMP RIGHT NOW. TODAY'S COUNTDOWN CLOSER LIKES A.I. CHIP STOCKS AS WELL. GRADIENT INVESTOR SENIOR PORTFOLIO MANAGER TYLER ELLIGART. HOW DO YOU DECIDE WHICH PART OF THE CHIP UNIVERSE YOU LIKE? BECAUSE EVERY THE MEMORY CHIPS, ALL DIFFERENT KINDS OF CHIPS, BIG, SMALL, BIG COMPANIES, CUSTOM COMPANIES. >> YEAH. I THINK YOU GO WITH THE ONES THAT ARE THE HIGHEST RATED. SO I WOULD SAY YOUR BROADCOMS YOUR QUALCOMMS. NVIDIA'S A ALLS A GOOD ONE FOR GPU, BUT I THINK THAT'S WHERE THE SPACE IS GOING TO START TO HEAD, AND I THINK THAT'S WHERE BROADCOM FITS IN QUITE WELL. LIZ: YOU MENTIONED MICRON. MICRON HAS SUCH CRED CREDIBLE DEMAND. I RECENTLY WAS ABLE DENY INCREDIBLE DEMAND. WE HAD JUST DONE THEIR CONCRETE POUR FOR ONE OF THEIR FABRICATION PLANTS, AND HERE'S WHAT THEY SAID ABOUT DEMAND. I DO WANT TO ASK YOU ABOUT THE SHORTAGE, BECAUSE YOU SAID IT WILL LAST WELL BEYOND 2027. I NEED YOU TO TELL ME RIGHT NOW BECAUSE I'M SURE SINCE THEN, WHICH WAS A COUPLE OF WEEKS AGO, YOU'VE GOT UPDATED NUMBERS. WHEN? GIVE ME A TIME ON THE CALENDAR, A MONTH, A YEAR, WILL THE SHORTAGE BE NEUTRALIZED IN. >> ACTUALLY, LIZ, YOU'RE RIGHT. WE HAVE SAID THAT SUPPLY TIGHTNESS CONTINUES IN THE INDUSTRY BEYOND 2027 TIME FRAME. WE HAVE ALSO SAID THAT DESPITE OUR BEST EFFORTS TO ACCELERATE BRINGING UP SUPPLY HERE AS WELL AS GLOBALLY, REALLY WE ARE MOVING AS FAST AS WE CAN, THE DEMANDMENT CONTINUES TO BUILD UP AND WE DO NOT SEE WHEN SUPPLY CATCHES UP WITH DEMAND. LIZ: HE'S BEEN DOING THIS A LONG TIME. HE'S ONE OF THE GREAT GENIUSES IN CHIP MANUFACTURING, BUT WE KNOW THIS IS A COMMODITIZED INDUSTRY. MEMORY IN PARTICULAR HAS BOOM AND BUST CYCLES. WE'RE IN THE BOOM NOW, BUT HOW DO YOU MAKE SURE THAT YOU DON'T GET CAUGHT FLAT-FOOTED BY BUYING TOO MUCH OF A STOCK LIKE THAT AND SUDDENLY THERE'S SATURATION AND WE SEE A BUST? >> I THINK THAT'S THE BENEFIT OF OWNING THESE SEMICONDUCTORS ESPECIALLY IN THE SHORT TERM. AS YOU MENTIONED, IT'S GOING THROUGH 2027 AT LEAST AND LIKELY 2028. SO YOU'RE GOING TO START TO SEE THE PRICING BENEFIT COMPANY LIKE MICRON, BROADCOM, NVIDIA, ALL OF THESE COMPANIES THAT ARE EXPERIENCING THESE SHORTAGES BECAUSE THERE'S ONLY A HANDFUL OF COMPANIES LIKE TAIWAN SEMI THAT CAN ACTUALLY MANUFACTURE THESE TYPES OF CHIPS. SO IT'S GOING TO BENEFIT THESE COMPANIES. NOW, YOU DO HAVE TO PAY ATTENTION TO IT, CLEARLY, BECAUSE AS YOU MENTIONED, THE CYCLES DO HAPPEN. BUT FOR THE SHORT TERM, AT LEAST THROUGH 2027, I THINK, SOME OF THESE -- DEPENDING ON THE COMPANY YOU'RE CHOOSING, I THINK IT WILL BE A GOOD TYPE OF INDUSTRY TO OWN. LIZ: WE'VE GOT TO TALK ECONOMICS. WE JUST HAVE ABOUT A MINUTE LEFT, BUT THE JOBS NUMBER CAME IN ON FRIDAY MUCH STRONGER THAN EXPECTED FOR THE MONTH OF AUGUST. WE ARE EXPECTING THE INFLATION NUMBER ON FRIDAY FOR CONSUMER INFLATION, AUGUST CPI. WHAT DO YOU LOOK FOR HERE, OR DO YOU IGNORE THE DATA AND GO FORWARD ON EARNINGS AND OTHER METRICS? >> I THINK WE STILL NEED TO PAY ATTENTION TO THE LABOR MARKET SPECIFICALLY, BUT FOR CPI IT REALLY WILL DETERMINE IF THE FEDERAL RESERVE IS GOING TO HIKE RATES OR STAY FACILITATE. I STILL EXPECT THEM TO -- I WAS EXPECTING THEM TO DO A CUT THIS YEAR. THAT WE'LL GET THAT BASED ON THE INFLATION DATA BECAUSE WARSH IS FOCUSED ON INFLATION, BUT I THINK CPI'S REALLY GOING TO BE THE DETERMINANT TO WHETHER WE GET A RATE HIKE IN THE NEXT MEETING. LIZ: GOTCHA.

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